Bradley Catherman
Granite Financial Advisors · Lewisburg, Pennsylvania
Bradley Catherman is a fee-only financial advisor at Granite Financial Advisors in Lewisburg, Pennsylvania. Granite Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Granite Financial Advisors |
|---|---|
| Based in | Lewisburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.8M across 13 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6693396 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | granitefainc.com |
How Bradley's firm compares
- Granite Financial Advisors's average account is about $141,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Bradley
Is Bradley Catherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Granite Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Granite Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bradley Catherman based?
Bradley Catherman is based in Lewisburg, Pennsylvania.
Is Bradley Catherman registered with the SEC?
Yes. Bradley Catherman is registered as an investment adviser representative in PA (CRD 6693396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Granite Financial Advisors manage?
Granite Financial Advisors reports $1.8M across 13 accounts in assets under management.
How do I contact Bradley Catherman?
Through Bradley's website, granitefainc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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